Pre-Offer Case Manager

Kind Consultancy is working with an alternative mortgage lender which is currently seeking a Pre-Offer Case Manager to join them in a full time, permanent position with a hybrid work model based in their Kent office, paying up to £24,000.

The Pre-Offer Case Manager will process mortgage applications through the system up until the point of offer, with key responsibilities including:

  • Inputting, updating and maintaining data on the system, accurately reflecting the current stage of each case.
  • Dealing with processing queries relating to each application.
  • Managing the dashboard to monitor applications and complete any relevant tasks.
  • Obtaining updates on the mortgage applications to ensure that they are progressing smoothly from application to offer.
  • Reviewing and pre-approve valuation reports in readiness for underwriter’s revies, and any supplementary documents required on each application.
  • Handling phone calls both incoming and outgoing, discussing application progress and requesting outstanding items
  • Actioning emails that are received from 3rd parties such as Valuers, Solicitors and Brokers
  • Act ingas the first ‘port of call’ with any queries on all mortgage applications from pre offer stage to offer.
  • Liaising with Mortgage Brokers, appraising them of the progress of specific mortgage cases and seeking to resolve any queries that arise.
  • Escalating any specific problems for discussion and resolution to Line Manager.
  • Liaising with the underwriting team, ensuring that application requirements and conditions are complied with and updated.

Our ideal candidate for the Pre-Offer Case Manager position:

  • Has excellent telephone manner developed in Customer Service and/or Administration roles
  • Has strong communication and stakeholder management skills
  • Is a team-player with strong communication skills and a commitment to personal development and continual learning
  • Having some knowledge of Mortgages, including Buy-to-Let Mortgages, would be advantageous

If you’re interested in the Pre-Offer Case Manager opportunity, you have the skills and experience we’re looking for and you’re based in or can commute to Kent, please apply with an updated CV today.

Mortgage Underwriter

Kind Consultancy is working with a specialist mortgage lender, which is currently seeking a Mortgage Underwriter to join them in a permanent, full-time role paying circa £37,000, based in their Kent offices with a hybrid work model (1 day per week from home).

The role centres on underwriting Mortgage Applications accurately and to a high quality, with key responsibilities including:

  • Underwriting Mortgage Applications to high standards, ensuring that the Lending Criteria is adhered to.
  • Interpreting CAIS/Credit data for all individual/company Applications.
  • Assessing Portfolio Landlords in accordance with current regulations and guidelines.
  • Effectively, and proactively, managing your pipeline.
  • Providing training, knowledge and assistance to colleagues when required.
  • Taking ownership of complex cases and queries.
  • Planning and prioritising allocated workloads against agreed service standards.
  • Assessing Applications within a prescribed Mandate level and presenting Applications to higher Mandate holders/Credit Committee when applicable.
  • Liaising with various internal departments to ensure the efficient progression of Applications.
  • Ensuring timely, accurate and appropriate responses to enquiries or correspondence from internal or external sources.

Our ideal candidate for the Mortgage Underwriter opportunity:

  • Fully understands the Mortgage process and has a strong knowledge of the Mortgage market.
  • Has a strong understanding of Microsoft Word, Excel and Outlook is essential.
  • Supports colleagues with a positive approach, seeking the best outcome.
  • Is analytically minded with high attention to quality and detail.
  • Has a minimum of 1 years underwriting experience within the Buy to Let market, although residential or commercial markets can be considered.
  • Must have previously held an Underwriting Mandate.
  • Has excellent communication skills and strong planning and problem-solving skills.
  • Has previous experience within Specialist Lending – Limited Companies, Portfolio Landlords, Ex-Pats, Holiday Lets, HMO’s, Multi-Unit Properties.
  • Participates as a team member, creating effective and professional working relationships with colleagues.

If you’re interested in the Mortgage Underwriter opportunity and you have the skills and experience we’re looking for, please apply with an updated CV today.

Get in touch